Integrations
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Go to the "Integrations" tab on the dashboard. Here you have the possibility to link smashleads™ with any CRM system of your choice. Just click on the respective template or on the button "Create integration now". You will now be redirected on paper and you can start creating a Zap directly.
Create a Zap
smashleads™ Select account Click on the "Search & Select" checkbox to connect your smashleads™ account. A new window will open and you can log in with your smshleads™ login data.
Enter User-ID
You can find your User-ID in the smashleads™ Dashboard under the tab "Integrations". You can simply insert it into the field provided. After entering the ID you can finish the configuration with the button "Test & Continue".
In the next step you specify the tool you want to connect to smashleads™. If you have chosen one, you now have to define an action. Since you want to transfer lead information, it is always a good idea to set the action "New contact" or "New lead". Here again, the next step is to log on to the tool you have selected. Afterwards you can specify the information that should be automatically transferred from smashleads™ to your tool. For example, if you want to transfer the e-mail address, look for the "E-mail address" field, click on the plus button on the right and select E-mail. Once you have configured all the important information you can click on "Continue" below and create the Zap very easily.
Your integration is finished!